Creative Planning’s Gabelli Utility Trust GUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
58,144
-2,501
| -4% | -$14.5K | ﹤0.01% | 2786 |
|
|
2025
Q1 | $324K | Sell |
60,645
-1,851
| -3% | -$9.88K | ﹤0.01% | 2677 |
|
|
2024
Q4 | $314K | Buy |
62,496
+3,492
| +6% | +$17.6K | ﹤0.01% | 2618 |
|
|
2024
Q3 | $307K | Sell |
59,004
-1,446
| -2% | -$7.52K | ﹤0.01% | 2501 |
|
|
2024
Q2 | $349K | Sell |
60,450
-865
| -1% | -$4.99K | ﹤0.01% | 2223 |
|
|
2024
Q1 | $332K | Buy |
61,315
+10,126
| +20% | +$54.8K | ﹤0.01% | 2160 |
|
|
2023
Q4 | $270K | Buy |
51,189
+1,222
| +2% | +$6.46K | ﹤0.01% | 2157 |
|
|
2023
Q3 | $258K | Sell |
49,967
-752
| -1% | -$3.89K | ﹤0.01% | 2047 |
|
|
2023
Q2 | $335K | Buy |
50,719
+1,779
| +4% | +$11.8K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $341K | Sell |
48,940
-179
| -0.4% | -$1.25K | ﹤0.01% | 1713 |
|
|
2022
Q4 | $360K | Buy |
49,119
+34,376
| +233% | +$252K | ﹤0.01% | 1599 |
|
|
2022
Q3 | $99K | Buy |
14,743
+34
| +0.2% | +$228 | ﹤0.01% | 2011 |
|
|
2022
Q2 | $97K | Buy |
14,709
+610
| +4% | +$4.02K | ﹤0.01% | 1964 |
|
|
2022
Q1 | $98K | Buy |
14,099
+670
| +5% | +$4.66K | ﹤0.01% | 1983 |
|
|
2021
Q4 | $108K | Buy |
13,429
+547
| +4% | +$4.4K | ﹤0.01% | 1947 |
|
|
2021
Q3 | $99K | Buy |
12,882
+24
| +0.2% | +$184 | ﹤0.01% | 1937 |
|
|
2021
Q2 | $100K | Buy |
12,858
+241
| +2% | +$1.87K | ﹤0.01% | 1858 |
|
|
2021
Q1 | $85K | Buy |
+12,617
| New | +$85K | ﹤0.01% | 2207 |
|
|
2017
Q3 | – | Sell |
-2,608
| Closed | -$18K | – | 2590 |
|
|
2017
Q2 | $18K | Sell |
2,608
-32,363
| -93% | -$223K | ﹤0.01% | 3210 |
|
|
2017
Q1 | $230K | Buy |
34,971
+1,238
| +4% | +$8.14K | ﹤0.01% | 1395 |
|
|
2016
Q4 | $207K | Buy |
33,733
+887
| +3% | +$5.44K | ﹤0.01% | 1388 |
|
|
2016
Q3 | $218K | Buy |
32,846
+15,719
| +92% | +$104K | ﹤0.01% | 1352 |
|
|
2016
Q2 | $114K | Buy |
17,127
+76
| +0.4% | +$506 | ﹤0.01% | 1583 |
|
|
2016
Q1 | $103K | Buy |
17,051
+7,762
| +84% | +$46.9K | ﹤0.01% | 1606 |
|
|
2015
Q4 | $52K | Buy |
9,289
+1,094
| +13% | +$6.12K | ﹤0.01% | 2063 |
|
|
2015
Q3 | $45K | Buy |
+8,195
| New | +$45K | ﹤0.01% | 2106 |
|
|
2015
Q2 | – | Sell |
-4,280
| Closed | -$30K | – | 1790 |
|
|
2015
Q1 | $30K | Buy |
4,280
+2,154
| +101% | +$15.1K | ﹤0.01% | 2382 |
|
|
2014
Q4 | $15K | Sell |
2,126
-1,026
| -33% | -$7.24K | ﹤0.01% | 2820 |
|
|
2014
Q3 | $22K | Buy |
3,152
+182
| +6% | +$1.27K | ﹤0.01% | 2454 |
|
|
2014
Q2 | $21K | Buy |
2,970
+1,077
| +57% | +$7.62K | ﹤0.01% | 2420 |
|
|
2014
Q1 | $13K | Sell |
1,893
-8,464
| -82% | -$58.1K | ﹤0.01% | 2583 |
|
|
2013
Q4 | $65K | Buy |
10,357
+8,511
| +461% | +$53.4K | ﹤0.01% | 1432 |
|
|
2013
Q3 | $11K | Buy |
1,846
+1,491
| +420% | +$8.89K | ﹤0.01% | 2404 |
|
|
2013
Q2 | $2K | Buy |
+355
| New | +$2K | ﹤0.01% | 2818 |
|